Crossmark Global Holdings’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
4,638
+96
| +2% | +$6.52K | 0.01% | 1078 |
|
|
2025
Q1 | $247K | Sell |
4,542
-41
| -0.9% | -$2.23K | ﹤0.01% | 1168 |
|
|
2024
Q4 | $390K | Sell |
4,583
-58
| -1% | -$4.94K | 0.01% | 940 |
|
|
2024
Q3 | $311K | Sell |
4,641
-1,979
| -30% | -$133K | 0.01% | 1056 |
|
|
2024
Q2 | $426K | Hold |
6,620
| – | – | 0.01% | 896 |
|
|
2024
Q1 | $560K | Buy |
6,620
+1,063
| +19% | +$89.9K | 0.01% | 817 |
|
|
2023
Q4 | $430K | Sell |
5,557
-358
| -6% | -$27.7K | 0.01% | 910 |
|
|
2023
Q3 | $272K | Buy |
5,915
+1,871
| +46% | +$86K | 0.01% | 1066 |
|
|
2023
Q2 | $316K | Buy |
4,044
+507
| +14% | +$39.6K | 0.01% | 1048 |
|
|
2023
Q1 | $243K | Buy |
3,537
+72
| +2% | +$4.95K | 0.01% | 1147 |
|
|
2022
Q4 | $218K | Buy |
+3,465
| New | +$218K | 0.01% | 1162 |
|
|
2022
Q3 | – | Sell |
-3,365
| Closed | -$207K | – | 1286 |
|
|
2022
Q2 | $207K | Buy |
3,365
+370
| +12% | +$22.8K | 0.01% | 1203 |
|
|
2022
Q1 | $406K | Buy |
2,995
+380
| +15% | +$51.5K | 0.01% | 1001 |
|
|
2021
Q4 | $422K | Sell |
2,615
-50
| -2% | -$8.07K | 0.01% | 972 |
|
|
2021
Q3 | $639K | Sell |
2,665
-50
| -2% | -$12K | 0.02% | 796 |
|
|
2021
Q2 | $662K | Sell |
2,715
-330
| -11% | -$80.5K | 0.02% | 775 |
|
|
2021
Q1 | $691K | Buy |
3,045
+80
| +3% | +$18.2K | 0.02% | 738 |
|
|
2020
Q4 | $645K | Buy |
2,965
+10
| +0.3% | +$2.18K | 0.02% | 737 |
|
|
2020
Q3 | $480K | Buy |
2,955
+110
| +4% | +$17.9K | 0.01% | 784 |
|
|
2020
Q2 | $299K | Buy |
+2,845
| New | +$299K | 0.01% | 1015 |
|
|
2019
Q3 | – | Sell |
-3,122
| Closed | -$226K | – | 1383 |
|
|
2019
Q2 | $226K | Sell |
3,122
-21,442
| -87% | -$1.55M | 0.01% | 1239 |
|
|
2019
Q1 | $1.84M | Buy |
24,564
+3,157
| +15% | +$236K | 0.05% | 399 |
|
|
2018
Q4 | $1.2M | Sell |
21,407
-4,105
| -16% | -$230K | 0.04% | 494 |
|
|
2018
Q3 | $2.53M | Buy |
25,512
+20,682
| +428% | +$2.05M | 0.06% | 339 |
|
|
2018
Q2 | $298K | Sell |
4,830
-140
| -3% | -$8.64K | 0.01% | 1310 |
|
|
2018
Q1 | $245K | Buy |
+4,970
| New | +$245K | 0.01% | 1395 |
|